Newman Dignan & Sheerar, Inc. Portfolio Holdings

Newman Dignan & Sheerar, Inc.

  • $585 Million
  • Q3 2024

Newman Dignan & Sheerar, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $585 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $102M, Schwab Strategic Tr Us Dividen with a value of $66.3M, Schwab Strategic Tr Us Large C with a value of $27.3M, Schwab Strategic U.S. Mid Cap with a value of $22.3M, and ETF Opportunities Tr Applied F with a value of $22.1M.

Examining the 13F form we can see an increase of $199M in the current position value, from $386M to 585M.

Below you can find more details about Newman Dignan & Sheerar, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $585 Million
ETFs: $387 Million
Technology: $60.6 Million
Healthcare: $23.6 Million
Financial Services: $18.2 Million
Industrials: $17.8 Million
Communication Services: $17.4 Million
Consumer Cyclical: $14.5 Million
Consumer Defensive: $12.8 Million
Other: $10.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.29M
$18,000 0.0% of portfolio
10,522
Q3 2024 New
$49.2M
$19,000 0.0% of portfolio
22,015
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $585 Million
  • Prior Value $386 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 27 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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